EBA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EBA FOUNDATION (EIN 13-4098940)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349105499
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:55:09-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134098940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EBA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EBAF | BusinessNameControlTxt |
| Phone | 2123392100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MADISON AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL BLACK ELBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123392100 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.230.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 14:49:11 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 65272D350CA930247AFA4508F2E96D828943E86D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5BF230C6DFA968EF19834056D679CE042EBABAF4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,743,738 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,547,389 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $196,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $969,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,249 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,839,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,627 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,906 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,007 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,861 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,611 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $810,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $810,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $849,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $810,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,989,649 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $658,943 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $928,484 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $928,484 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,800 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,516,830 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,235,728 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,809,691 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,553 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,063 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,063 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,180,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,169,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,743,738 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,180,126 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,169,775 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,180,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,169,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,180,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,169,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,180,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,989,649 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,169,775 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,169,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 500 SHS BANK OF NEW YORK MELLON | 2018-10-31 | 2019-09-16 | $23,349 | $23,741 | -$392 | -$392 |
| 500 SHS BANK OF NEW YORK MELLON | 2019-03-18 | 2019-09-16 | $23,349 | $26,993 | -$3,644 | -$3,644 |
| 500 SHS PFIZER INC | 2018-08-27 | 2019-06-14 | $21,353 | $20,807 | $546 | $546 |
| 500 SHS PFIZER INC | 2019-04-18 | 2019-06-14 | $21,353 | $19,655 | $1,698 | $1,698 |
| 100 SHS AMERICAN TOWER CORP | 2014-03-17 | 2019-09-16 | $21,689 | $8,175 | $13,514 | $13,514 |
| 3000 SHS CLEARBRIDGE ENERGY MLP | 2012-06-14 | 2019-06-14 | $35,895 | $44,481 | -$8,586 | -$8,586 |
| 2000 SHS CLEARBRIDGE ENERGY MLP | 2012-09-19 | 2019-06-14 | $23,930 | $34,949 | -$11,019 | -$11,019 |
| 100 SHS ECOLAB INC | 2015-02-24 | 2019-06-17 | $19,008 | $11,263 | $7,745 | $7,745 |
| 100 SHS ECOLAB INC | 2015-05-12 | 2019-06-17 | $19,008 | $11,368 | $7,640 | $7,640 |
| 200 SHS ECOLAB INC | 2015-05-12 | 2019-06-25 | $38,100 | $22,736 | $15,364 | $15,364 |
| 1082 SHS ENBRIDGE INC | 2017-01-05 | 2019-06-14 | $37,052 | $46,157 | -$9,105 | -$9,105 |
| 984 SHS ENBRIDGE INC | 2017-01-24 | 2019-06-14 | $33,696 | $42,671 | -$8,975 | -$8,975 |
| 234 SHS ENBRIDGE INC | 2017-11-17 | 2019-06-14 | $8,013 | $8,137 | -$124 | -$124 |
| 2000 SHS HEALTHCARE TRUST OF AME | 2014-05-10 | 2019-03-18 | $56,220 | $59,567 | -$3,347 | -$3,347 |
| 100 SHS HOME DEPOT INC | 2010-02-16 | 2019-10-29 | $23,646 | $2,922 | $20,724 | $20,724 |
| 400 SHS INTERNATIONAL PAPER COMPANY | 2011-05-20 | 2019-06-25 | $17,033 | $12,483 | $4,550 | $4,550 |
| 400 SHS JOHNSON & JOHNSON | 2009-06-11 | 2019-10-22 | $51,976 | $22,547 | $29,429 | $29,429 |
| 300 SHS KIMBERLY-CLARK CORP | 2010-06-17 | 2019-06-14 | $41,249 | $18,074 | $23,175 | $23,175 |
| 500 SHS NESTLE S A SPONSORED ADR | 2016-11-21 | 2019-06-25 | $51,819 | $33,740 | $18,079 | $18,079 |
| 100 SHS NEXTERA ENERGY INC | 2013-01-29 | 2019-06-14 | $20,636 | $7,229 | $13,407 | $13,407 |
| 100 SHS PPG INDUSTRIES INC | 2008-06-23 | 2019-04-18 | $12,001 | $3,012 | $8,989 | $8,989 |
| 200 SHS PHILIPS 66 | 2017-05-10 | 2019-10-29 | $23,720 | $15,952 | $7,768 | $7,768 |
| 200 SHS SCHLUMBERGER LIMITED COM | 2013-11-14 | 2019-03-18 | $8,709 | $18,656 | -$9,947 | -$9,947 |
| 300 SHS SCHLUMBERGER LIMITED COM | 2013-11-14 | 2019-04-18 | $13,716 | $27,984 | -$14,268 | -$14,268 |
| 200 SHS SCHLUMBERGER LIMITED COM | 2014-03-17 | 2019-04-18 | $9,144 | $17,885 | -$8,741 | -$8,741 |
| 300 SHS SCHLUMBERGER LIMITED COM | 2016-11-21 | 2019-05-23 | $11,148 | $24,426 | -$13,278 | -$13,278 |
| 200 SHS SCHLUMBERGER LIMITED COM | 2017-05-10 | 2019-05-23 | $7,432 | $14,598 | -$7,166 | -$7,166 |
| 100 SHS 3M CO | 2008-06-23 | 2019-04-25 | $19,513 | $7,312 | $12,201 | $12,201 |
| 300 SHS 3M CO | 2009-02-03 | 2019-04-25 | $58,538 | $15,364 | $43,174 | $43,174 |
| 100 SHS 3M CO | 2010-02-16 | 2019-04-25 | $19,513 | $7,993 | $11,520 | $11,520 |
| 100 SHS 3M CO | 2010-02-16 | 2019-06-25 | $17,240 | $7,993 | $9,247 | $9,247 |
| 100 SHS 3M CO | 2010-02-16 | 2019-10-29 | $16,937 | $7,993 | $8,944 | $8,944 |
| 300 SHS TRAVELERS COS INC | 2006-12-12 | 2019-09-16 | $43,838 | $15,729 | $28,109 | $28,109 |
| 300 SHS WEC ENERGY GROUP INC | 2011-05-20 | 2019-09-16 | $27,406 | $9,468 | $17,938 | $17,938 |
| 1000 SHS WILLIAMS CO INC | 2017-01-24 | 2019-06-14 | $27,217 | $28,496 | -$1,279 | -$1,279 |
| 1000 SHS WILLIAMS CO INC | 2017-05-10 | 2019-06-14 | $27,217 | $30,666 | -$3,449 | -$3,449 |
| 500 SHS NVENT ELECTRIC PLC | 2017-11-30 | 2019-06-14 | $11,840 | $11,834 | $6 | $6 |
| 100 SHS NVENT ELECTRIC PLC | 2017-12-15 | 2019-06-14 | $2,368 | $2,289 | $79 | $79 |
| 500 SHS PENTAIR PLC | 2017-11-30 | 2019-04-09 | $20,022 | $23,717 | -$3,695 | -$3,695 |
| 100 SHS PENTAIR PLC | 2017-12-15 | 2019-04-09 | $4,004 | $4,586 | -$582 | -$582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,249 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $281,173 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,046,538 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069485 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $310,042 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,474,257 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089240 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $230,470 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,162,092 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072885 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $283,078 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,843,692 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099546 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $369,406 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,987,328 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.123658 | DistributionYr5Rt |
| Total Distribution | 0.454814 | TotalDistributionRt |
| Average Distribution | 0.090963 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,520,334 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $411,183 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,570 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $413,753 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $810,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,930 | OverpaymentAmt |
| Applied To ES Tax | $3,930 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FIONA LEE | IndividualWithBooksNm |
| Phone | 2123392100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O OGDEN CAP PROPERTIES 545 | AddressLine1Txt |
| Address Line2 | MADISON AVE 6TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE MILSTEIN | ||||||||
| 545 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10022 | TRUSTEE-AS NEEDED | 0.00 | $0 | $0 | $0 |
| ABIGAIL BLACK ELBAUM | ||||||||
| 545 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10022 | TRUSTEE-AS NEEDED | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,041,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $542,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,361 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,589,172 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,589,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,520,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $226,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $226,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,570 | TotalTaxAmt |
| Distributable Before Adj | $223,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $223,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $223,447 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $810,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $810,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,570 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $808,280 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $222,874 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $141,973 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,576 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,745 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $660,138 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $810,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $223,447 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $587,403 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,247,541 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $222,874 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,024,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $141,973 | ExcessFromYear4Amt |
| Excess From Year3 | $73,576 | ExcessFromYear3Amt |
| Excess From Year2 | $138,970 | ExcessFromYear2Amt |
| Excess From Year1 | $82,745 | ExcessFromYear1Amt |
| Excess From Current Year | $587,403 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANIMAL HAVEN | ||||||
| 200 CENTRE STREET | NEW YORK | NY | 10013 | PC | PUBLIC CHARITY | $1,000 |
| ANIMAL MEDICAL CENTER | ||||||
| 510 E 62ND ST | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $23,500 |
| ASPCA | ||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | PC | PUBLIC CHARITY | $5,000 |
| CITY HARVEST | ||||||
| 6 EAST 32ND STREET 5TH FL | NEW YORK | NY | 100165415 | PC | PUBLIC CHARITY | $500 |
| CITY MEALS-ON-WHEELS | ||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | PUBLIC CHARITY | $1,650 |
| COLUMBIABARNARD HILLEL | ||||||
| 606 W 115TH ST | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $18,000 |
| COLUMBIA COLLEGE FUND | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $25,000 |
| COLUMBIA GRAMMAR & PREPARATORY SCHOOL | ||||||
| 5 W 93RD ST | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $15,000 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $10,000 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $10,000 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $500,000 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $4,900 |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | PC | PUBLIC CHARITY | $22,050 |
| CONGREGATION EMANU-EL OF THE CITY OF NY | ||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $18,000 |
| CONGREGATION EMANU-EL OF THE CITY OF NY | ||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | PC | PUBLIC CHARITY | $25,000 |
| HARBORING HEARTS | ||||||
| 601 WEST 26TH STREET | NEW YORK | NY | 10001 | PC | PUBLIC CHARITY | $5,000 |
| HUMANE SOCIETY OF NAPLES | ||||||
| 370 AIRPORT-PULLING ROAD N | NAPLES | FL | 34104 | PC | PUBLIC CHARITY | $250 |
| HUMANE SOCIETY OF WESTCHESTER | ||||||
| 70 PORTMAN ROAD | NEW YORK | NY | 10801 | PC | PUBLIC CHARITY | $1,000 |
| NEIGHBORHOOD COALITION FOR SHELTER | ||||||
| 157 E 86TH | NEW YORK | NY | 10128 | PC | PUBLIC CHARITY | $25,000 |
| NEIGHBORHOOD COALITION FOR SHELTER | ||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | PC | PUBLIC CHARITY | $1,000 |
| NEW YORK CITY POLICE FOUNDATION INC | ||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | PC | PUBLIC CHARITY | $50,000 |
| NORTH SHORE ANIMAL LEAGUE | ||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | PC | PUBLIC CHARITY | $250 |
| NRDC | ||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | PUBLIC CHARITY | $360 |
| SESAME WORKSHOP | ||||||
| 1900 BROADWAY | NEW YORK | NY | 10023 | PC | PUBLIC CHARITY | $10,000 |
| THE CLIMATE REALITY PROJECT | ||||||
| 555 ELEVENTH STREET NW SUITE 601 | WASHINGTON | DC | 20004 | PC | PUBLIC CHARITY | $14,340 |
| THE FRESH AIR FUND | ||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | PC | PUBLIC CHARITY | $250 |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | PC | PUBLIC CHARITY | $1,000 |
| THE JED FOUNDATION | ||||||
| 1140 BROADWAY STE 803 | NEW YORK | NY | 10001 | PC | PUBLIC CHARITY | $5,000 |
| THE NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | PC | PUBLIC CHARITY | $250 |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | PC | PUBLIC CHARITY | $500 |
| UJA FEDERATION | ||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | PC | PUBLIC CHARITY | $5,000 |
| US HOLOCAUST MUSEUM | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PC | PUBLIC CHARITY | $1,800 |
| YALE UNIVERSITY | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 065102100 | PC | PUBLIC CHARITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $810,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $196,249 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $291,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $291,627 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| VIVIAN L MILSTEIN 2018 GST-EXEMPT DESCENDANTS' TRUST FOR CJM - ABE | |||||||
| 1 | 545 MADISON AVE | NEW YORK | NY | 10022 | $500,000 | Yes (X) | |
| TRUST FOR THE BENEFIT OF VIVIAN MILSTEIN UA 2482 | |||||||
| 2 | 545 MADISON AVE | NEW YORK | NY | 10022 | $2,047,389 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | EVERGREEN GARDENS INC COMMON STOCKS | NoncashPropertyDesc |
| Fair Market Value | $2,047,389 | FairMarketValueAmt |
| Received | 2019-11-04 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MARKETABLE SECURITIES | $2,188,339 | $3,762,302 |
| EVERGREEN GARDEN INC | $2,047,389 | $2,047,389 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1,553 | BOYBookValueAmt |
| EOY Book Value | $1,063 | EOYBookValueAmt |
| EOYFMV | $1,063 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $250 |
| INVESTMENT FEES | $32,611 | $32,611 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| VIVIAN L MILSTEIN 2018 GST-EXEMPT DESCENDANTS' TRUST FOR CJM-ABE | |||
| 545 MADISON AVENUE STE 600 | NEW YORK | NY | 10022 |
| TRUST FOR THE BENEFIT OF VIVIAN MILSTEIN UA 2482 | |||
| 545 MADISON AVENUE STE 600 | NEW YORK | NY | 10022 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $3,899 | $0 | $0 |
| FOREIGN TAX | $2,007 | $2,007 | $0 |
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